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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,105 | $49,255-28.7% | $70,494-50.2% | $79,856-56.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.11% | 30.10%-16.0pp | 109.16%-95.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $550 | $2,100-73.8% | $2,738-79.9% | $2,471-77.7% |
| Participant deferral / active EE | $3,177 | $2,768+14.8% | $3,711-14.4% | $3,741-15.1% |
| Admin fee / account holder | $342 | $2,879-88.1% | $3,848-91.1% | $5,306-93.5% |